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MARK R. LEMMOND CPA, PLLC
CRD 118144
4857 HWY 15-501, CARTHAGE, NC, 28327, United States
Phone
910-947-6639
Fax
910-947-6668
Registration
— (—)
Source
State registered
Total AUM
$2.1M
Discretionary AUM
$2.1M
Team
4 total employees; 0 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Other (specify)
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.1M |
Official SEC filing: View on IAPD